Who holds CDWticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

CDW CORP · COM · quarter ended 2026-03-31 · 8 members disclosed CDW ↗
605
holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed
$13.9B
combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled
318
addsholders whose share count rose or who opened the position (new + add), by shares
137
exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares
13F holders of CDW ranked by reported value
#FilerReported valueSharesΔ sharesChange
1BlackRock, Inc.$1.8B14,720,299+1,068,612add
2VANGUARD CAPITAL MANAGEMENT LLC$1.0B8,420,409no prior
3VANGUARD PORTFOLIO MANAGEMENT LLC$990M8,183,342no prior
4STATE STREET CORP$694M5,731,195−54,804trim
5HARRIS ASSOCIATES L P$651M5,383,062+857,250add
6Boston Partners$476M3,935,998+159,389add
7GEODE CAPITAL MANAGEMENT, LLC$459M3,788,975+105,308add
8MORGAN STANLEY$363M2,996,646+983,989add
9Invesco Ltd.$322M2,662,276+588,036add
10Allspring Global Investments Holdings, LLC$308M2,538,130+599,898add
11Longview Partners (Guernsey) LTD$279M2,302,486−258,379trim
12Janus Henderson Group Ltd.$257M2,125,605−27,066trim
13HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$245M2,027,480+2,027,480new
14VICTORY CAPITAL MANAGEMENT INC$242M2,000,699+1,874,677add
15CITADEL ADVISORS LLC$190M1,572,738+557,995add
16FIDUCIARY MANAGEMENT INC /WI/$175M1,443,309+419,630add
17FIL Ltd$173M1,427,243−805,621trim
18UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$159M1,309,742+66,507add
19FMR LLC$157M1,293,640+740,905add
20BANK OF AMERICA CORP /DE/$152M1,259,204+281,927add
21NORTHERN TRUST CORP$152M1,257,249−43,792trim
22DIMENSIONAL FUND ADVISORS LP$149M1,228,241−144,134trim
23Select Equity Group, L.P.$145M1,195,763−1,081,732trim
24AQR CAPITAL MANAGEMENT LLC$138M1,155,116+959,591add
25PZENA INVESTMENT MANAGEMENT LLC$135M1,115,535+1,115,535new
26Madison Asset Management, LLC$134M1,105,086−49,248trim
27Mawer Investment Management Ltd.$127M1,051,495−735,313trim
28TWO SIGMA INVESTMENTS, LP$123M1,018,674+467,333add
29FENIMORE ASSET MANAGEMENT INC$108M891,067−259,500trim
30CHARLES SCHWAB INVESTMENT MANAGEMENT INC$108M890,370+42,616add
31Legal & General Group Plc$106M879,651+41,876add
32DEUTSCHE BANK AG\$105M868,906+120,720add
33Mondrian Investment Partners LTD$94.3M779,177−12,861trim
34HSBC HOLDINGS PLC$94.0M778,630−123,602trim
35MASSACHUSETTS FINANCIAL SERVICES CO /MA/$91.0M751,620−288,334trim
36VANGUARD FIDUCIARY TRUST CO$88.8M733,749no prior
37Qube Research & Technologies Ltd$77.9M643,301+116,933add
38Alyeska Investment Group, L.P.$75.6M624,435+75,930add
39Bank of New York Mellon Corp$73.4M606,592−172,564trim
40ROYAL BANK OF CANADA$71.2M588,334+23,268add
41AMERICAN CENTURY COMPANIES INC$67.5M557,722−106,921trim
42Amundi$64.1M529,727−115,683trim
43VOLORIDGE INVESTMENT MANAGEMENT, LLC$63.6M525,298+24,489add
44RENAISSANCE TECHNOLOGIES LLC$63.3M522,998+294,500add
45WELLS FARGO & COMPANY/MN$57.8M477,266+108,374add
46D. E. Shaw & Co., Inc.$55.4M458,155−623,227trim
47WELLINGTON MANAGEMENT GROUP LLP$53.3M440,261−26,591trim
48Swedbank AB$52.2M431,282+375,000add
49L1 Capital International Pty Ltd$49.7M410,954+128,882add
50NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$48.7M402,027+402,027new
51RAYMOND JAMES FINANCIAL INC$48.3M399,209+114,601add
52ENVESTNET ASSET MANAGEMENT INC$48.0M396,339+75,910add
53UBS Group AG$47.3M391,004+40,995add
54Swiss National Bank$46.2M382,000+23,100add
55ALLIANCEBERNSTEIN L.P.$46.2M338,877−70,207trim
56Nuveen, LLC$40.8M337,369+4,155add
57Findlay Park Partners LLP$40.7M336,426−39,100trim
58Sumitomo Mitsui Trust Group, Inc.$38.9M321,762−18,342trim
59Mitsubishi UFJ Asset Management Co., Ltd.$36.1M298,201+19,776add
60Quantinno Capital Management LP$36.1M298,010+94,166add
61BARCLAYS PLC$35.0M288,910+48,527add
62Artisan Partners Limited Partnership$34.5M285,489+57,876add
63Vanguard Global Advisers, LLC$34.5M285,174no prior
64Sunriver Management LLC$32.5M268,356+99,374add
65VANGUARD ASSET MANAGEMENT, Ltd$31.5M260,228no prior
66SEI INVESTMENTS CO$31.1M256,756+56,014add
67ROYAL LONDON ASSET MANAGEMENT LTD$30.8M254,689−2,620trim
68CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$30.8M254,245−88,473trim
69LAKEWOOD CAPITAL MANAGEMENT, LP$30.4M251,000+251,000new
70FIRST TRUST ADVISORS LP$30.2M249,618+66,632add
71Local Pensions Partnership Investment Ltd$30.2M249,1760no change
72Blue Grotto Capital, LLC$27.8M230,000−149,940trim
73Assenagon Asset Management S.A.$26.7M220,491+220,491new
74JANE STREET GROUP, LLC$25.3M208,953−183,285trim
75BAMCO INC /NY/$24.5M202,373−28,870trim
76Allianz Asset Management GmbH$22.4M184,814+17,323add
77AMERIPRISE FINANCIAL INC$21.6M178,361+26,374add
78ATWOOD & PALMER INC$19.3M159,131+994add
79PRINCIPAL FINANCIAL GROUP INC$19.2M158,565+1,026add
80PFA Pension, Forsikringsaktieselskab$19.1M158,116+158,116new
81WEDGEWOOD PARTNERS INC$17.5M144,870−7,001trim
82CITIGROUP INC$17.4M143,770−41,719trim
83STIFEL FINANCIAL CORP$16.5M136,572+1,492add
84APG Asset Management N.V.$15.9M151,781−20,426trim
85Aberdeen Group plc$15.8M130,839−3,823trim
86Broad Run Investment Management, LLC$15.1M124,611−1,226trim
87CONGRESS ASSET MANAGEMENT CO$15.1M124,382+9,884add
88MANUFACTURERS LIFE INSURANCE COMPANY, THE$14.6M120,272+45,513add
89STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$14.4M119,016−1,829trim
90BALYASNY ASSET MANAGEMENT L.P.$14.1M116,776+114,809add
91Distillate Capital Partners LLC$13.7M113,377−1,102trim
92Corient Private Wealth LLC$13.2M109,023−66,067trim
93AVIVA PLC$13.1M108,237+3,080add
94Squarepoint Ops LLC$13.0M107,453−78,642trim
95Universal- Beteiligungs- und Servicegesellschaft mbH$12.6M103,367+4,483add
96BAHL & GAYNOR INC$12.3M101,365−18,261trim
97HM PAYSON & CO$12.1M99,864−45,408trim
98NICHOLAS COMPANY, INC.$12.0M99,395+20add
99NATIONAL BANK OF CANADA /FI/$11.5M94,920−37,079trim
100BANK OF MONTREAL /CAN/$11.5M94,666−69,079trim
101PRUDENTIAL FINANCIAL INC$11.4M93,911+17,431add
102Kepler Cheuvreux (Suisse) SA$10.9M90,478+37,102add
103Empowered Funds, LLC$10.8M89,461+76,020add
104Gotham Asset Management, LLC$10.5M86,432+18,968add
105Crossmark Global Holdings, Inc.$10.1M83,729no prior
106Baird Financial Group, Inc.$10.1M83,065+83,065new
107Crawford Fund Management, LLC$10.0M82,452+32,000add
108BLI - Banque de Luxembourg Investments$9.7M71,500+71,500new
109Holocene Advisors, LP$9.7M80,296+15,358add
110ProShare Advisors LLC$9.6M79,708+6,604add
111DANSKE BANK A/S$9.4M77,345+994add
112KLP KAPITALFORVALTNING AS$9.3M77,200−1,300trim
113NEW YORK STATE COMMON RETIREMENT FUND$9.2M75,899−800trim
114GATEWAY INVESTMENT ADVISERS LLC$8.8M72,808−48,330trim
115ADAGE CAPITAL PARTNERS GP, L.L.C.$8.6M71,200−6,300trim
116Cardinal Capital Management, Inc.$8.5M70,347+20,297add
117CABOT WEALTH MANAGEMENT INC$8.5M70,093+1,077add
118STATE OF WISCONSIN INVESTMENT BOARD$8.4M69,682−12,838trim
119Pictet Asset Management Holding SA$8.3M68,755−38,515trim
120WORLDQUANT MILLENNIUM ADVISORS LLC$8.3M68,304+68,304new
121Mitsubishi UFJ Trust & Banking Corp$8.2M67,749−15,265trim
122Walleye Capital LLC$8.2M67,508+66,493add
123Mediolanum International Funds Ltd$8.1M68,085+4,562add
124Vanguard Investments Australia, Ltd.$7.9M65,444no prior
125Chevy Chase Trust Holdings, LLC$7.9M65,354−2,205trim
126Korea Investment CORP$7.9M65,022+25,400add
127TD ASSET MANAGEMENT INC$7.8M64,281+1,976add
128TEACHER RETIREMENT SYSTEM OF TEXAS$7.3M60,700+33,821add
129Asset Management One Co., Ltd.$7.1M58,912+2,350add
130Tredje AP-fonden$6.6M54,721+39,597add
131TORONTO DOMINION BANK$6.3M52,467−22,197trim
132BNP Paribas Asset Management Holding S.A.$6.0M49,653−33,056trim
133Unison Asset Management LLC$6.0M49,310+1,140add
134Insight Wealth Strategies, LLC$5.8M47,731+17,109add
135B. Metzler seel. Sohn & Co. AG$5.8M47,713+8,692add
136Berger Financial Group, Inc$5.7M47,344+18,057add
137NOMURA ASSET MANAGEMENT CO LTD$5.6M45,870+1,010add
138Beacon Pointe Advisors, LLC$5.5M45,830+45,830new
139State of New Jersey Common Pension Fund D$5.3M43,5750no change
140Monte Financial Group, LLC$5.2M42,841+11,448add
141Resona Asset Management Co.,Ltd.$5.0M41,241+1,189add
142ASR Vermogensbeheer N.V.$5.0M41,054+12,494add
143FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$4.9M40,451+6,000add
144HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$4.9M40,181+19,135add
145CIBC Bancorp USA Inc.$4.7M38,853no prior
146CREDIT AGRICOLE S A$4.6M38,159−6,250trim
147PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$4.6M37,835−1,763trim
148LPL Financial LLC$4.5M36,919−2,147trim
149Mariner, LLC$4.4M36,496+22,949add
150WEITZ INVESTMENT MANAGEMENT, INC.$4.4M36,250−20,000trim
151Illinois Municipal Retirement Fund$4.4M35,956+30,839add
152Czech National Bank$4.3M35,458+1,127add
153Arizona State Retirement System$4.3M35,377−548trim
154STATE OF MICHIGAN RETIREMENT SYSTEM$4.1M34,0450no change
155Man Group plc$4.0M33,455−11,258trim
156MILLENNIUM MANAGEMENT LLC$4.0M33,262−498,307trim
157XTX Topco Ltd$3.9M32,117+12,716add
158SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.9M32,037−157,830trim
159Zurcher Kantonalbank (Zurich Cantonalbank)$3.8M31,380+31,380new
160CIBC Asset Management Inc$3.8M31,195+454add
161Nordwand Advisors, LLC$3.7M30,862−6,180trim
162MetLife Investment Management, LLC$3.7M30,839−849trim
163Rafferty Asset Management, LLC$3.7M30,703−10,114trim
164COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$3.7M30,328+44add
165UniSuper Management Pty Ltd$3.6M30,092−451trim
166Cerity Partners LLC$3.6M30,014+9,731add
167FIFTH THIRD BANCORP$3.6M29,852+21,790add
168Swiss Life Asset Management Ltd$3.6M29,649+3,470add
169OPPENHEIMER ASSET MANAGEMENT INC.$3.5M29,099+2,769add
170OSAIC HOLDINGS, INC.$3.5M29,009+2,519add
171DnB Asset Management AS$3.4M27,918+556add
172Bridgewater Associates, LP$3.4M27,844+27,844new
173Retirement Systems of Alabama$3.3M27,648−49trim
174National Pension Service$3.3M27,341+27,341new
175IFM Investors Pty Ltd$3.3M27,329+512add
176FRANKLIN RESOURCES INC$3.3M27,118−4,258trim
177SEB Asset Management AB$3.3M27,078no prior
178Kendall Capital Management$3.3M26,950−800trim
179Daiwa Securities Group Inc.$3.2M26,824−525trim
180Bell Asset Management Ltd$3.2M26,706+26,706new
181SHAYNE & JACOBS, LLC$3.2M26,530+26,530new
182VOYA INVESTMENT MANAGEMENT LLC$3.1M25,932−308trim
183Mirae Asset Global Investments Co., Ltd.$3.1M25,872+3,848add
184Woodline Partners LP$3.1M25,501+3,272add
185Tidal Investments LLC$3.1M25,485+8,064add
186XPONANCE LLC$3.1M25,477+2,997add
187Triad Investment Management$3.1M25,384+3,799add
188HOHIMER WEALTH MANAGEMENT, LLC$3.1M25,383+20,262add
189Graphene Investments SAS$3.1M25,300+4,100add
190ASSETMARK, INC$3.0M25,131+6,477add
191Creative Planning$3.0M24,683+12,391add
192USS Investment Management Ltd$3.0M24,527+1,545add
193Grantham, Mayo, Van Otterloo & Co. LLC$2.9M24,165+24,165new
194Rockefeller Capital Management L.P.$2.9M24,082+8,446add
195OMERS ADMINISTRATION Corp$2.8M23,520+4,834add
196PUBLIC SECTOR PENSION INVESTMENT BOARD$2.8M23,265+4,086add
197BARTLETT & CO. WEALTH MANAGEMENT LLC$2.8M20,508−20,002trim
198HighTower Advisors, LLC$2.6M21,590+2,559add
199Summit Trail Advisors, LLC$2.6M21,505+11,892add
200Utah Retirement Systems$2.6M21,356−355trim
201BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$2.6M21,363+1,953add
202NATIXIS$2.5M20,643−30,099trim
203Savant Capital, LLC$2.5M20,494+1,001add
204Delta Global Management LP$2.5M20,416+3,424add
205MERCER GLOBAL ADVISORS INC /ADV$2.5M20,300+6,576add
206COMMERCE BANK$2.4M20,050+7,420add
207Sawyer & Company, Inc$2.4M19,774−1,246trim
208Focus Partners Wealth$2.4M19,333−37,182trim
209Point72 Asset Management, L.P.$2.3M19,389−109,682trim
210NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.3M19,386+401add
211DIVERSIFIED MANAGEMENT INC$2.3M19,356+19,356new
212Rakuten Investment Management, Inc.$2.3M19,322+2,158add
213MANNING & NAPIER ADVISORS LLC$2.3M18,825−1,066trim
214NEOS Investment Management LLC$2.3M18,714+3,113add
215Robeco Institutional Asset Management B.V.$2.2M18,489−1,321trim
216CLARK ESTATES INC/NY$2.2M18,275+18,275new
217BANK OF NOVA SCOTIA$2.2M18,140−29,471trim
218MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.2M18,137+1,181add
219BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.2M17,944−5,273trim
220NISSAY ASSET MANAGEMENT CORP /JAPAN$2.1M17,502+160add
221YOUSIF CAPITAL MANAGEMENT, LLC$2.1M17,431+355add
222Knollwood Investment Advisory, LLC$2.1M17,3760no change
223Sumitomo Mitsui DS Asset Management Company, Ltd$2.1M17,3540no change
224KR Capital LP$2.0M16,813no prior
225ING GROEP NV$2.0M16,791+15,269add
226Elo Mutual Pension Insurance Co$2.0M16,526−3,158trim
227MACKENZIE FINANCIAL CORP$2.0M16,525+1,406add
228Atria Investments, Inc$2.0M16,505+3,799add
229TRUIST FINANCIAL CORP$1.9M16,070−3,046trim
230MONTAG A & ASSOCIATES INC$1.9M15,604−710trim
231MEEDER ASSET MANAGEMENT INC$1.9M15,371+15,371new
232WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.9M15,233+2,304add
233M&T BANK CORP$1.9M15,344−2,716trim
234OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.8M14,9080no change
235FEDERATED HERMES, INC.$1.7M14,279+4,309add
236MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.7M13,846−132trim
237US BANCORP \DE\$1.7M13,819−1,277trim
238CWM, LLC$1.7M13,708+12,093add
239NORDEA INVESTMENT MANAGEMENT AB$1.6M13,787+315add
240PEAK6 LLC$1.6M13,425+13,425new
241O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.6M13,118−2,285trim
242SummitTX Capital, L.P.$1.6M13,083+134add
243OP Asset Management Ltd$1.6M12,814no prior
244Advisors Asset Management, Inc.$1.5M12,790−2,077trim
245Cetera Investment Advisers$1.5M12,658+1,611add
246Southeast Asset Advisors, LLC$1.5M12,617−3,880trim
247Pathstone Holdings, LLC$1.5M12,194+2,834add
248Ensign Peak Advisors, Inc$1.5M11,986+2,200add
249MML INVESTORS SERVICES, LLC$1.4M11,955+1,381add
250Board of the Pension Protection Fund$1.4M11,900+3,800add
251NewEdge Advisors, LLC$1.4M11,848+11,848new
252ICON ADVISERS INC/CO$1.4M11,8000no change
253ADVISORY RESEARCH INC$1.4M11,726+768add
254MACQUARIE GROUP LTD$1.4M11,596−9,802trim
255Eurizon Capital SGR S.p.A.$1.4M11,543−106trim
256Vest Financial, LLC$1.4M11,502+3,691add
257Private Advisor Group, LLC$1.4M11,497+3,331add
258Evercore Wealth Management, LLC$1.3M11,151−446,393trim
259Pine Valley Investments Ltd Liability Co$1.3M11,096−3,560trim
260OPPENHEIMER & CO INC$1.3M11,093+11,093new
261LAZARD ASSET MANAGEMENT LLC$1.3M10,964+4,210add
262DIVERSIFY WEALTH MANAGEMENT, LLC$1.2M9,156+3,068add
26344 WEALTH MANAGEMENT LLC$1.2M10,238+1,954add
264&PARTNERS$1.2M10,195−30trim
265Hixon Zuercher, LLC$1.2M10,188+3,310add
266RBF Capital, LLC$1.2M10,000−12,450trim
267One Wealth Advisors, LLC$1.2M9,925+349add
268Headlands Technologies LLC$1.2M9,783−4,746trim
269Avanza Fonder AB$1.2M9,6110no change
270J. Safra Sarasin Holding AG$1.2M9,519+3,750add
271Investment Management Corp of Ontario$1.1M9,282−1,227trim
272Ridgewood Investments LLC$1.1M9,200no prior
273Sanctuary Advisors, LLC$1.1M8,881+1,806add
274Vanguard Personalized Indexing Management, LLC$1.0M8,572−298trim
275Magnetar Financial LLC$1.0M8,723−13,149trim
276Norinchukin Bank, The$1.0M8,267+14add
277Hillsdale Investment Management Inc.$974K8,050+8,050new
278Kestra Advisory Services, LLC$958K7,920+485add
279MIZUHO SECURITIES USA LLC$953K7,871−1,609trim
280Henshaw Capital LLC$939K7,760no prior
281AIGEN INVESTMENT MANAGEMENT, LP$938K7,753−5,075trim
282HARTFORD INVESTMENT MANAGEMENT CO$900K7,439−89trim
283RiverPark Advisors, LLC$884K7,302−700trim
284FORA Capital, LLC$882K7,288−18,201trim
285ROMANO BROTHERS AND COMPANY$867K7,164−318trim
286Engineers Gate Manager LP$852K7,037−46,428trim
287Morningstar Investment Management LLC$844K6,973+6,973new
288Chicago Partners Investment Group LLC$840K5,899+3,876add
289Twin Tree Management, LP$824K6,809+6,809new
290Maryland State Retirement & Pension System$789K6,5170no change
291HB Wealth Management, LLC$781K6,451+1,878add
292Compass Ion Advisors, LLC$764K6,313−1,820trim
293Pinnacle Financial Partners, Inc.$758K6,263+3,176add
294Orion Porfolio Solutions, LLC$755K6,238−911trim
295Town & Country Bank & Trust CO dba First Bankers Trust CO$755K6,238−6,062trim
296Federation des caisses Desjardins du Quebec$743K6,138+1,656add
297denkapparat Operations GmbH$738K6,096+2,846add
298TWIN CAPITAL MANAGEMENT INC$728K6,015+6,015new
299COMMONWEALTH EQUITY SERVICES, LLC$720K5,949+585add
300SCHRODER INVESTMENT MANAGEMENT GROUP$708K5,972−1,474trim
301NOMURA HOLDINGS INC$703K5,812+1,364add
302OSSIAM$701K5,789+838add
303Laird Norton Wetherby Trust Company, LLC$667K5,512+98add
304SBI Okasan Asset Management Co.Ltd.$652K5,500+5,500new
305Ballentine Partners, LLC$648K5,354+47add
306MUFG Securities EMEA plc$646K5,3370no change
307Union Bancaire Privee, UBP SA$637K5,389+5,389new
308ISLAY CAPITAL MANAGEMENT, LLC$631K5,214+5,214new
309GLENMEDE TRUST CO NA$625K5,164+865add
310Argos Wealth Advisors, LLC$616K5,094−327trim
311STOREBRAND ASSET MANAGEMENT AS$611K5,047no prior
312Tower Research Capital LLC (TRC)$607K5,012−1,226trim
313PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$605K5,000+5,000new
314Riverwater Partners LLC$603K4,986+1,811add
315Lombard Odier Asset Management (USA) Corp$599K4,952+4,952new
316TOKIO MARINE ASSET MANAGEMENT CO LTD$590K4,8770no change
317Lido Advisors, LLC$590K4,870−756trim
318Saudi Central Bank$582K4,806+4,806new
319EXCHANGE TRADED CONCEPTS, LLC$581K4,802+69add
320TT International Asset Management LTD$570K4,714+4,714new
321TOTH FINANCIAL ADVISORY CORP$563K4,648−2,300trim
322UNITED CAPITAL FINANCIAL ADVISORS, LLC$552K4,563+4,563new
323Ethic Inc.$547K4,521−526trim
324LECAP ASSET MANAGEMENT LTD$543K4,483+2,629add
325Empirical Finance, LLC$534K4,409−6trim
326Jain Global LLC$533K4,408−188,506trim
327Vontobel Holding Ltd.$532K4,398+754add
328Resonant Capital Advisors, LLC$531K4,388−1,111trim
329Merit Financial Group, LLC$526K4,349+1,755add
330ABN AMRO INVESTMENT SOLUTIONS$523K4,319+357add
331Osmosis Investment Management UK Ltd$521K4,308+4,308new
332ALPS ADVISORS INC$516K4,260+4,260new
333LMR Partners LLP$514K4,248−3,334trim
334Arax Advisory Partners$513K4,235−1,579trim
335Sterling Capital Management LLC$512K4,228−7,523trim
336Connor, Clark & Lunn Investment Management Ltd.$510K4,218+4,218new
337Cresset Asset Management, LLC$504K4,168−232trim
338NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$504K4,165+5add
339Avantra Family Wealth, Inc.$500K4,133+4,133new
340EP Wealth Advisors, LLC$500K4,129+189add
341Fieldview Capital Management, LLC$473K3,910−110trim
342Snowden Capital Advisors LLC$469K3,874+1,024add
343Machina Capital S.A.S.$469K3,874+509add
344North Dakota State Investment Board$465K3,846−666trim
345WEALTH ALLIANCE, LLC$460K3,805+1,697add
346WINTON GROUP Ltd$455K3,760+3,760new
347Waverly Advisors, LLC$454K3,755+598add
348Baker Avenue Asset Management, LP$451K3,729+1,789add
349Wealthcare Advisory Partners LLC$451K3,728−62trim
350ELEVATION POINT WEALTH PARTNERS, LLC$451K3,724+3,724new
351Metis Global Partners, LLC$449K3,710−473trim
352Salvus Wealth Management, LLC$449K3,708+1,390add
353REGIONS FINANCIAL CORP$449K3,707−643trim
354Jacobi Capital Management LLC$446K3,687+569add
355EVOLVE PRIVATE WEALTH, LLC$443K3,664+3,664new
356E. Ohman J:or Asset Management AB$443K3,6630no change
357State of Wyoming$442K3,652+627add
358MUFG SECURITIES AMERICAS INC.$436K3,603+96add
359Watershed Asset Management, L.L.C.$433K3,577+395add
360Vident Advisory, LLC$430K3,552−637trim
361SECURIAN ASSET MANAGEMENT, INC$427K3,5270no change
362E Fund Management Co., Ltd.$426K3,523no prior
363Wealthfront Advisers LLC$415K3,426+59add
364MATHER GROUP, LLC.$414K3,418+44add
365Abacus Planning Group, Inc.$413K3,414+8add
366Inscription Capital, LLC$413K3,409−1,477trim
367GUGGENHEIM CAPITAL LLC$411K3,399−1,217trim
368WCM INVESTMENT MANAGEMENT, LLC$410K3,460+561add
369Stratos Wealth Partners, LTD.$406K3,353−4,340trim
370Procyon Advisors, LLC$403K3,334+1,040add
371Gallacher Capital Management LLC$399K3,296+669add
372FIDUCIARY TRUST CO$396K3,274−491trim
373Benin Management CORP$393K3,2480no change
374KESTRA PRIVATE WEALTH SERVICES, LLC$378K3,121+441add
375BLAIR WILLIAM & CO/IL$371K3,064+102add
376Meiji Yasuda Asset Management Co Ltd.$370K3,060−42trim
377LEVEL FOUR ADVISORY SERVICES, LLC$369K3,047+335add
378Sepio Capital, LP$368K3,039+3,039new
379Pullen Investment Management, LLC$367K3,031+698add
380Douglass Winthrop Advisors, LLC$362K2,990−19trim
381Lansforsakringar Fondforvaltning AB (publ)$359K2,963+1,264add
382DAYMARK WEALTH PARTNERS, LLC$349K2,880+2,880new
383Banque Cantonale Vaudoise$347K2,871+2,871new
384Gibbs Wealth Management$347K2,866+2,866new
385Dai-ichi Life Insurance Company, Ltd$344K2,8400no change
386Vinva Investment Management Ltd$342K2,888+2,888new
387Kera Capital Partners, Inc.$340K2,808+906add
388MAI Capital Management$332K2,743+1,893add
389INSIGNEO ADVISORY SERVICES, LLC$329K2,718−897trim
390CANADA PENSION PLAN INVESTMENT BOARD$328K2,710−5,000trim
391Steward Partners Investment Advisory, LLC$327K2,704+1,120add
392RICE HALL JAMES & ASSOCIATES, LLC$327K2,702−57trim
393Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$326K2,690+838add
394STUDIO INVESTMENT MANAGEMENT LLC$322K2,658+2,658new
395Sequoia Financial Advisors, LLC$321K2,654−17,881trim
396PRUDENTIAL PLC$321K2,6540no change
397Centric Wealth Management$321K2,372−195trim
398Portside Wealth Group, LLC$315K2,603+503add
399Brevan Howard Capital Management LP$306K2,528−56,005trim
400CHOREO, LLC$300K2,475−26trim
401D.A. DAVIDSON & CO.$298K2,462+2,462new
402INTECH INVESTMENT MANAGEMENT LLC$296K2,4470no change
403Laraway Financial Advisors Inc$296K2,445−200trim
404Cedar Point Capital Partners, LLC$289K2,3860no change
405Aaron Wealth Advisors LLC$283K2,335−666trim
406Alliance Wealth Advisors, LLC /UT$283K2,335−880trim
407CAXTON ASSOCIATES LLP$277K2,291+2,291new
408NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$277K2,288−1,056trim
409GTS SECURITIES LLC$273K2,252+2,252new
410Fullerton Fund Management Co Ltd.$271K2,238+2,238new
411Applied Finance Capital Management, LLC$270K2,234−254trim
412Camelot Portfolios, LLC$270K2,227−97trim
413TEMA ETFS LLC$269K2,225+358add
414Callan Family Office, LLC$268K2,215+548add
415AlphaCore Capital LLC$265K2,189+376add
416STEPHENS INC /AR/$263K2,172+559add
417QRG CAPITAL MANAGEMENT, INC.$261K2,158−259trim
418Forthright Family Wealth Advisory LLC$261K1,020+1,020new
419FIRST CITIZENS BANK & TRUST CO$259K2,142−783trim
420Kathmere Capital Management, LLC$258K2,129−24trim
421ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$257K2,123+209add
422World Investment Advisors$254K2,098−117trim
423Proficio Capital Partners LLC$253K2,090−6trim
424NISA INVESTMENT ADVISORS, LLC$250K2,069−1,318trim
425MQS Management LLC$250K2,065+2,065new
426CIBC WORLD MARKET INC.$248K2,053+2,053new
427Acropolis Investment Management, LLC$248K2,049−37trim
428DAVENPORT & Co LLC$248K2,047+563add
429FLORIDA FINANCIAL ADVISORS, LLC$245K2,021−636trim
430Wealthspire Advisors, LLC$244K2,018−1,438trim
431CITIZENS FINANCIAL GROUP INC/RI$242K2,003+500add
432WOLVERINE ASSET MANAGEMENT LLC$241K1,9880no change
433UMB Bank, n.a.$238K1,970−45trim
434BAKER TILLY WEALTH MANAGEMENT, LLC$233K1,923+14add
435JOHNSON INVESTMENT COUNSEL INC$230K1,900−522trim
436Envestnet Portfolio Solutions, Inc.$227K1,878−809trim
437Storgate, LLC$226K1,869+1,869new
438Siemens Fonds Invest GmbH$225K1,8590no change
439VestGen Advisors, LLC$222K2,238+595add
440HUB Investment Partners, LLC$216K1,785−564trim
441Glenview Trust Co$214K1,770+92add
442Optas, LLC$212K1,752+1,752new
443FLPUTNAM INVESTMENT MANAGEMENT CO$211K1,742−96trim
444NewEdge Wealth, LLC$208K1,718−2,347trim
445GROUPAMA ASSET MANAGMENT$207K1,713+1,713new
446CenterBook Partners LP$207K1,712−45,439trim
447OSLO PENSJONSFORSIKRING AS$205K1,692no prior
448QUADRANT CAPITAL GROUP LLC$189K1,562−146trim
449Allworth Financial LP$178K1,475+1,192add
450Geneos Wealth Management Inc.$175K1,4500no change
451BARD ASSOCIATES INC$172K1,417+1,300add
452Livforsakringsbolaget Skandia, Omsesidigt$164K1,3540no change
453Clearstead Advisors, LLC$162K1,335+797add
454SIGNATUREFD, LLC$158K1,303−604trim
455New Age Alpha Advisors, LLC$149K1,233+68add
456Ameritas Investment Partners, Inc.$145K1,1950no change
457Quarry LP$144K1,193+539add
458Blue Trust, Inc.$125K1,035+163add
459STEPH & CO$122K1,008−142trim
460ARCADIA INVESTMENT MANAGEMENT CORP/MI$121K1,0000no change
461Caldwell Trust Co$120K9900no change
462Smartleaf Asset Management LLC$118K996−189trim
463PFS Partners, LLC$102K8410no change
464Deseret Mutual Benefit Administrators$101K838+453add
465Ancora Advisors LLC$100K830+17add
466NATIXIS ADVISORS, LLC$91.6K757,229+187,890add
467Prestige Wealth Management Group LLC$90.8K750−3trim
468RMG Wealth Management LLC$86.0K839−299trim
469Bayforest Capital Ltd$85.4K706+345add
470Aster Capital Management (DIFC) Ltd$72.9K455−11,979trim
471Cache Advisors, LLC$64.3K531+531new
472Transamerica Financial Advisors, LLC$63.5K524+96add
473CENTRAL TRUST Co$61.7K510−817trim
474Avalon Trust Co$59.3K490+40add
475Larson Financial Group LLC$58.4K482+266add
476JFS WEALTH ADVISORS, LLC$55.2K456−34trim
477Global X Japan Co., Ltd.$54.2K448−94trim
478Clearstead Trust, LLC$52.6K434+3add
479PRIVATE TRUST CO NA$51.9K429−306trim
480Pinnacle Wealth Planning Services, Inc.$47.8K395−446trim
481CYBER HORNET ETFs LLC$43.6K359−19trim
482Johnson Financial Group, Inc.$43.6K3600no change
483Spire Wealth Management$38.0K314+2add
484SIMPLEX TRADING, LLC$37.3K308+308new
485Quest 10 Wealth Builders, Inc.$36.5K3020no change
486WESTPAC BANKING CORP$36.4K301−472trim
487MCF Advisors LLC$35.5K293no prior
488Cromwell Holdings LLC$35.1K290+56add
489Opal Wealth Advisors, LLC$32.3K267+267new
490True Wealth Design, LLC$32.1K265+205add
491THOMPSON SIEGEL & WALMSLEY LLC$30.5K252,038+252,038new
492Salomon & Ludwin, LLC$29.3K240−81trim
493TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$28.1K2320no change
494Glen Eagle Advisors, LLC$24.2K200−85trim
495STANCE CAPITAL LLC$24.2K200+200new
496SJS Investment Consulting Inc.$22.1K183+167add
497Wilmington Savings Fund Society, FSB$22.0K1820no change
498Parkside Financial Bank & Trust$21.9K181+7add
499Walleye Trading LLC$21.4K177+177new
500Pinnacle Bancorp, Inc.$21.4K177+22add
Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · CDW

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Gilbert Ray Cisneros, Jr. D–CA-31 $1K–$15K
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · CDW CORP

Merged timeline of congressional filings and notable-manager moves on CDW
DateWhoChangeSize
2026-09-10Gilbert Ray Cisneros, Jr. CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+18,968 sh
2026-05-15Bridgewater Associates 13Fnew+27,844 sh
2026-05-14Caxton Associates 13Fnew+2,291 sh

4 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

8 members of Congress disclosed CDW — the congressional view ↗